Transaction Parameters

Our primary business focus is to provide capital relief and risk reduction solutions to insurers, banks and corporates. We can deliver these solutions in various formats which include equity investment, insurance/reinsurance transaction or via legal agreement. In addition to acquiring legacy assets, we unlock value of our legacy assets by investing in high growth fee-based origination business that can drive incremental growth for these legacy acquisitions.

We are actively seeking transactions in:

  • Legacy life insurance, annuity, long-term disability and long-term care books owned by insurers and reinsurers
  • Non-performing assets owned by insurers, reinsurers and banks
  • Acquisition of corporate entities with underfunded single employer/multi-employer pension plans
  • Investment in life & annuity IMO’s & BGA’s

Transaction Size
Minimum Size: USD $25 million
Average Size: USD $200 million